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Disclosery

Belpointe Asset Management LLC: MBB position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Belpointe Asset Management LLC on MBB, newest first. How the timeline and the estimate are built.

Belpointe Asset Management LLC held 45,045 MBB shares at 2026-06-30 per its 13F-HR filed 2026-07-31.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 45,045 shares
    Change vs previous 13F -17,517 shares

    0.14% of the 13F portfolio, value $4,257,744.

    13F-HR 0001721242-26-000005 filed by Belpointe Asset Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 62,562 shares
    Change vs previous 13F +3,154 shares

    0.22% of the 13F portfolio, value $5,940,294.

    13F-HR 0001721242-26-000004 filed by Belpointe Asset Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 59,408 shares
    Change vs previous 13F +1,936 shares

    0.2% of the 13F portfolio, value $5,656,945.

    13F-HR 0001721242-26-000001 filed by Belpointe Asset Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 57,472 shares
    Change vs previous 13F -860 shares

    0.21% of the 13F portfolio, value $5,468,545.

    13F-HR 0001721242-25-000007 filed by Belpointe Asset Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 58,332 shares
    Change vs previous 13F +10,202 shares

    0.23% of the 13F portfolio, value $5,476,865.

    13F-HR 0001721242-25-000005 filed by Belpointe Asset Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 48,130 shares
    Change vs previous 13F -480 shares

    0.23% of the 13F portfolio, value $4,513,661.

    13F-HR 0001721242-25-000004 filed by Belpointe Asset Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 48,610 shares
    Change vs previous 13F -186 shares

    0.28% of the 13F portfolio, value $4,629,622.

    13F-HR 0001721242-25-000002 filed by Belpointe Asset Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 48,796 shares
    Change vs previous 13F not available

    0.28% of the 13F portfolio, value $4,675,155.

    13F-HR 0001721242-24-000011 filed by Belpointe Asset Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).